Product Roadmap Process, Tools and Assets · §Prioritizing the backlog based on value Vs effort...
Transcript of Product Roadmap Process, Tools and Assets · §Prioritizing the backlog based on value Vs effort...
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Product Roadmap Process, Tools and Assets
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Product Roadmap Process Overview
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Research§ Market review
§ Audit CX & UX
§ Interview stakeholders and users
§ Illustrate ecosystem
§ Analyze usage data
§ Best Practices
§ Design Trends and Techniques
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Vision Statement§ Write a concise statement that sums up
the Vision for the initiative.
§ Map every decision back to the Vision.
§ Keep team on the same page.
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Goals / Metrics / KPIs § Known Pain Points
§ Success Criteria
§ Usage Goals
§ Conversion Goals
§ Customer Support Calls
§ Efficiencies and Productivity
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Strategy & Design§ Business concepts and feasibility
§ External service concepts and feasibility
§ Feature designs
§ Card sorting
§ Whiteboard sketches
§ Wireframes
§ Usability testing
§ Visual design mockups
§ Prototypes
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Requirements Definition§ Define business, functional and
technical requirements for each feature.
§ Create use cases, system architecture, ecosystem and swimlane diagrams as needed to better communicate requirements.
§ Estimate effort for each requirement.
§ Define rollout strategy.§ MVP?§ All business lines or certain ones?
§ Obtain approval and support from business and IT.
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Roadmap Visualization
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§ An executive-level illustration that visually communicates:§ The estimated schedule of product releases§ The planned theme for each product release§ The planned features and enhancements for each product release
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Roadmap Documentation§ Document the backlog of features and enhancements
§ Prioritizing the backlog based on value Vs effort
§ Identify Minimum Viable Product (MVP) opportunities
§ Define the rollout plan, dependencies and risks
§ Draft and evolve the Product Roadmap
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Sprint Planning§ Define the first 2-3 Sprints or ‘Builds’
§ Assign resources and estimates to each feature and enhancement
§ Track sprint velocity and burndown
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Tools
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Project Planning Tools§ UX Team has experience working with many Project Management tools
but, most commonly, we use SmartSheet.
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Sprint Planning Tools§ UX Team has experience working with many Sprint Planning tools, including
our client’s tools and own home-grown Software Management Tool.
§ Most commonly and most recently, we utilize the following tools:
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Enhancement Polling and Prioritizing Tool§ Allow stakeholders and users to add
and vote on enhancement needs and ideas.
§ Votes are used to help prioritize the product backlog.
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Sample Assets and Deliverables
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Roadmap Visualization
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Ecosystem Illustration
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Wireframes
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Order Entry Deposit Review Settlement Revies Settlement Complete September 28, 2016 4:04 PM EST
Sally Sales SSHome Orders Accounts Resources
Dashboard
Sales Stats
167CUSTOMERS
$3,345,890.44AVERAGE CUSTOMER PLACEMENT
$158,583,345,890.44CUMULATIVE BALANCE
Notifications 1
Upcoming Holiday - settlements stopped
Error! Workflow Stopped
Allocation
Today’s Orders
PERCENTPRIMARY
Account Type Amount Entered By Status
123456789 Deposit $1,234,567.88 Me Waiting for Approval
456789321 Deposit $500,000.00 Me Waiting for Approval
564789132 Withdrawal $1,500,000.000 Me Waiting for Approval
123456789 Deposit $1,234,567.88 Me Waiting for Approval
Historical Balances
$2,969,135.763 Deposits
$1,500,000.001 Withdrawal
$1,469,135.76Expected Settlement
1M 3M 6M 1Y
April May June
100
75
50
25
0
Historical Orders 1M 3M 6M 1Y
April May June
100
75
50
25
0
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Prototypes
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Current State Visualizations
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BEFORE
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Future State Visualizations
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AFTER
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System Architecture
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Swimlane Diagram
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Swimlane Diagram
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ONE-TIME REGISTRATION SAMPLE ORDERING & FULFILLMENT